5 Major Events From 2025 That Impacted Retirement Plans
Episode 286
5 Major Events From 2025 That Impacted Retirement Plans
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Equipping Points:
Today, David is breaking down some of the year’s biggest headlines and what they may mean for your plan moving forward. 2026’s headlines might look different, but the same drama will likely exist. So, what can you do? Aim to control your plan, your savings habits, and your long-term strategy. That’s what can help turn a chaotic year into a confident retirement path.
Here’s some of what we discuss in this episode:
🌍 Tariffs: market volatility and uncertainty spikes
📈 Inflation: persistent pressure on household budgets
🏦 High-Yield Savings: interest rates and cash decisions
🧾 Tax Changes: implications of the Big Beautiful Bill
🛟 Emergency Funds: lessons from the government shutdown
🔮 Looking Ahead: planning with perspective into 2026
Today's Takeaway:
Some of these episodes were recorded under the branding of KC Financial Advisors, which has since rebranded as CreativeOne Advisors Group. Any references to KC Financial Advisors should now be understood as referring to CreativeOne Advisors Group.
